COURIER CAPITAL LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
COURIER CAPITAL LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$697,651
-5.4%
5,3270.0%0.06%0.0%
Q2 2023$737,176
-45.0%
5,327
-46.7%
0.06%
-60.8%
Q1 2023$1,339,917
+3.8%
9,994
+4.7%
0.15%
-0.7%
Q4 2022$1,291,426
+11.3%
9,549
+0.2%
0.15%
+3.5%
Q3 2022$1,160,000
-5.6%
9,529
+0.4%
0.14%0.0%
Q2 2022$1,229,000
-9.8%
9,487
+4.2%
0.14%
+5.9%
Q1 2022$1,362,000
+3.7%
9,102
+4.2%
0.14%
+11.5%
Q4 2021$1,313,000
+20.2%
8,737
+11.7%
0.12%
+17.3%
Q3 2021$1,092,000
+5.2%
7,820
+5.8%
0.10%
+5.1%
Q2 2021$1,038,000
+19.6%
7,390
+14.8%
0.10%
+12.5%
Q1 2021$868,000
+30.3%
6,435
+14.9%
0.09%
+22.2%
Q4 2020$666,000
+196.0%
5,601
+137.7%
0.07%
+148.3%
Q2 2020$225,000
+3.7%
2,356
-7.6%
0.03%
-9.4%
Q1 2020$217,000
-27.7%
2,550
+0.8%
0.03%
-8.6%
Q4 2019$300,000
+17.2%
2,529
+8.6%
0.04%
+6.1%
Q3 2019$256,000
-1.2%
2,3290.0%0.03%0.0%
Q2 2019$259,000
+3.2%
2,329
+0.0%
0.03%0.0%
Q1 2019$251,000
+7.7%
2,328
-4.7%
0.03%
-2.9%
Q4 2018$233,000
-15.9%
2,443
-0.3%
0.03%0.0%
Q3 2018$277,000
+2.2%
2,4500.0%0.03%
-2.9%
Q2 2018$271,000
-6.2%
2,450
-7.3%
0.04%
-7.9%
Q1 2018$289,000
-5.9%
2,643
-4.1%
0.04%
-2.6%
Q4 2017$307,000
+7.7%
2,756
+2.2%
0.04%
-2.5%
Q3 2017$285,000
+17.3%
2,696
+14.3%
0.04%
-4.8%
Q2 2017$243,000
+18.0%
2,358
+16.6%
0.04%
+16.7%
Q1 2017$206,0002,0220.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 100,466$13,012,00014.90%
Dougherty Wealth Advisers LLC 59,049$7,648,00014.27%
STEPHENS GROUP ASSET MANAGEMENT, LLC 856,251$111,398,00012.90%
Waverly Advisors, LLC 832,967$107,886,0009.87%
BHK Investment Advisors, LLC 158,491$20,528,0009.23%
Amtrust Financial Services, Inc. 147,000$19,039,0008.73%
Eagle Strategies LLC 176,827$22,903,0008.35%
Trust Co 281,278$36,430,0007.86%
Marotta Asset Management 231,490$30,378,433,0007.48%
Praetorian Wealth Management, Inc. 147,963$19,164,0007.04%
View complete list of VANGUARD INDEX FDS shareholders